Pinnacle Investment Advisors

Pinnacle’s Blue Chip Portfolio seeks to provide performance similar to the Dow Jones Industrials. The Dow has consistently produced the best returns among major market indices. This strategy has very low turnover and low transaction costs.

Pinnacle’s Convertible/High Yield Portfolio invests in convertible corporate bonds and convertible preferred stocks of publicly traded companies, aiming for high total returns from income and capital appreciation.

Pinnacle’s Intermediate Bond Portfolio seeks higher yields and total returns than are available with short-terms bonds. The Portfolio invests in investment grade corporate bonds in addition to a core holding of bonds issued by the U.S. Treasury or Federal Agencies.

Pinnacle’s Midstream Energy Strategy seeks to provide high levels of tax sheltered income and the potential for capital appreciation through investing in publicly traded master limited partnerships and pipeline companies.

Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer. With 26 years experience in the investment industry, Mr. Kramer is a Chartered Financial Analyst (CFA) and non-practicing Certified Public Accountant (CPA). Mr. Kramer’s primary responsibilities include overseeing the investment selection process, research, and trading. He co‐founded Pinnacle in 1996 with Mr. Poarch.

David Poarch is a Registered Investment Advisor and Managing Partner at Pinnacle, where he assists with investment policy, marketing, strategy development, client reporting, and firm administration. He co-founded Pinnacle in 1996.

Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee. His primary responsibilities include financial planning, portfolio management, and new business development.

Pinnacle is an independent Registered Investment Advisor based in Tulsa, with a team combining over 100 years of experience in finance, accounting, law, tax planning, risk, and asset management.

“More Than 25 Years Of Experience And Client-Centered Philosophy”